SO/AM/M, Policy Admin
Core
Provide end-to-end policy servicing support to customers and distribution partners in the life insurance industry, handling enquiries, processing transactions, and ensuring compliance.
Role type
Senior Officer to Manager, Policy Administration
Builds
Policy servicing workflows and customer support processes
Domain
Life Insurance
Required skills
Policy administration, Life insurance products knowledge, Regulatory compliance, AML/CTF standards, Document processing, Operational metrics tracking, Workflow optimization, Distribution partner management, Escalation handling, PC skills (Excel, Word, PowerPoint)
Preferred skills
HNW business experience, Mass market insurance servicing experience
Responsibilities
Answer enquiries via calls/emails, Handle escalated enquiries, Prepare and process policy documents (endorsements, amendments, reinstatements), Conduct detailed checks on policy information and documentation, Track and report operational metrics, Ensure compliance with regulatory requirements and AML/CTF standards, Identify areas for workflow enhancement, Assist in ad-hoc projects